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WATERLOO CAPITAL
WATERLOO CAPITAL, L.P.
CRD 133705 · SEC 801-63975
2801 VIA FORTUNA, SUITE 250, AUSTIN, TX, 78746, United States
Phone
512-777-5900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.26B
Discretionary AUM
$2.10B
Team
64 total employees; 44 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Partnership
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1685 | $384.4M |
| High net worth individuals | 924 | $1.65B |
| Pension/profit sharing plans | 188 | $226.1M |
States served
AZ, AR, CA, CO, GA, ID, IL, IN, KS, KY, LA, MI, MN, NJ, NM, NY, NC, OK, SC, TN, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://linkedin.com/company/Johnchatmas-42420132
- HTTPS://www.elementconsultants.com
- HTTPS://WWW.LINKEDIN.COM/in/jeanarias
- HTTPS://www.Linkedin.com/in/daxweidorffinancialadvisor
- HTTPS://www.Linkedin.com/in/chad-kennedy0
- HTTPS://www.ironclad-wealth.com
- HTTPS://www.Linkedin.com/in/grayson-griffin-749856174
- HTTPS://www.facebook.com/LighthouseFinanciaIAR
- HTTPS://WATERLOOCAP.COM
- HTTPS://www.amgwealthadvisors.com
- HTTPS://www.eberlywealth.com
- HTTPS://www.X.com/loriannmorris
- HTTPS://WWW.LINKEDIN.COM/in/lorigannmorris
- HTTPS://WWW.LINKEDIN.COM/icompany/elementconsultants
- HTTPS://www.Linkedin.com/in/kasey-cooper-510760155
- HTTPS://www.hapinvestments.com
- HTTPS://www.facebook.com/ElementConsultants
- HTTPS://X.COM/WATERLOOCM
- HTTPS://WWW.LINKEDIN.COM/Company/amg-wealth-advisors
- HTTPS://www.Linkedin.com/in/benjamin-fuller-297053a
- HTTPS://AndrewJohnsen.com
- HTTPS://www.Linkedin.com/company/Ihfinancial
- HTTPS://www.ihfinancial.net
- HTTPS://www.linkedin.com/company/AMG -Wealth-Advisors
- HTTPS://Linkedin.com/in/saraseely
- HTTPS://linkedin.com/in/ben-woodward-65262740
- HTTPS://linkedin.com/in/don-simoneaux/2438615
- HTTPS://www.Linkedin.com/in/grant-smith-cfp-492493a6
- HTTPS://Instagram.strategiccapital
- HTTPS://www.Linkedin.com/in/steve-schultheis-maml-78838612
- HTTPS://Linkedin.com/@strat-cap or Strategic Capital
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WATERLOO-CAPITAL-MANAGEMENT-/
- HTTPS://WWW.FACEBOOK.COM/WATERLOOCM/
- HTTPS://X.Stratcap
- HTTPS://facebook.com/@stratCapital or Strategic Capital
- HTTPS://WWW.LINKEDIN.COM/in/pollyfmoore
Official SEC filing: View on IAPD